Union Savings Bank’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Union Savings Bank’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$874K	Hold	16,673	–	–	0.35%	57
2026 Q1	$876K	Buy	16,673 +641	+4%	+$33.9K	0.38%	49
2025 Q4	$848K	Buy	+16,032	New	+$849K	0.37%	55
2025 Q2	$844K	Sell	16,032 -760	-5%	-$39.7K	0.39%	51
2025 Q1	$879K	Hold	16,792	–	–	0.43%	48
2024 Q4	$868K	Buy	16,792 +8,167	+95%	+$425K	0.43%	51
2024 Q3	$454K	Hold	8,625	–	–	0.22%	84
2024 Q2	$442K	Sell	8,625 -325	-4%	-$16.6K	0.23%	85
2024 Q1	$459K	Sell	8,950 -165	-2%	-$8.44K	0.24%	84
2023 Q4	$467K	Sell	9,115 -2,286	-20%	-$115K	0.27%	80
2023 Q3	$568K	Hold	11,401	–	–	0.35%	70
2023 Q2	$574K	Buy	+11,401	New	+$574K	0.34%	69

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Union Savings Bank's IGSB Position: Q2 2026 in Review

Union Savings Bank held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 16,673 shares worth $874K. The position accounts for 0.35% of the portfolio, ranked #57.

Union Savings Bank first reported a position in IGSB in Q2 2023 and has held it in 12 quarters since. The position peaked at $879K in Q1 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Union Savings Bank held 16,673 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $874K as of Q2 2026.
Union Savings Bank left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.35% of Union Savings Bank's portfolio in Q2 2026, its #57 holding.
Union Savings Bank first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $879K in Q1 2025.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.